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TEAM

Leadership

Meet Our Team

Through The NextPhase Retirement Success Strategy™, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is to help you create a life well lived and align all your assets toward achieving that vision.

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David Gilbertson Founder & CEO
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Brian H Nichols Manager
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Linda N Beall Accountant
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Cindy A Ridinger Auditor
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Mary H Joseph Advisor
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Nathan C Babcock Manager